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Using the Roth Explainer - Tutorial Video

Use the Roth Explainer to model the impact of a Roth conversion for your client.

Check out this tutorial video below, in which our VP for Subscriber Success and Engagement Ben Birken walks through using the Roth Explainer and interpreting the results.

 

 

Feel free to check out this article here for even more information on the Roth Explainer tool.